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River Wealth Advisors’s Southern Company SO Stock Holding History

River Wealth Advisors’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$616K Sell
6,377
-64
-1% -$5.92K 0.07% 140
2025
Q4 		$562K Sell
6,441
-15
-0.2% -$1.37K 0.06% 141
2025
Q3 		$612K Buy
6,456
+2
+0% +$187 0.07% 143
2025
Q2 		$593K Sell
6,454
-42
-0.6% -$3.77K 0.07% 148
2025
Q1 		$597K Sell
6,496
-278
-4% -$24.1K 0.08% 137
2024
Q4 		$558K Buy
6,774
+21
+0.3% +$1.84K 0.07% 144
2024
Q3 		$609K Buy
6,753
+40
+0.6% +$3.42K 0.08% 136
2024
Q2 		$521K Buy
+6,713
New +$509K 0.07% 139
2019
Q1 		– Sell
-1,119
Closed -$49K – 438
2018
Q4 		$49K Hold
1,119
– – 0.02% 248
2018
Q3 		$49K Sell
1,119
-124
-10% -$5.71K 0.02% 277
2018
Q2 		$58K Buy
+1,243
New +$55.6K 0.02% 262

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

River Wealth Advisors's SO Position: Q1 2026 in Review

River Wealth Advisors reduced its Southern Company (SO) stake by 0.99% in Q1 2026, selling an estimated $5.92K and leaving 6,377 shares worth $616K. The position accounts for 0.07% of the portfolio, ranked #140.

River Wealth Advisors first reported a position in SO in Q2 2018 and has held it in 11 quarters since. 2,346 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • River Wealth Advisors held 6,377 shares of Southern Company worth $616K as of Q1 2026.
  • River Wealth Advisors sold 64 Southern Company shares in Q1 2026, an estimated $5.92K.
  • Southern Company made up 0.07% of River Wealth Advisors's portfolio in Q1 2026, its #140 holding.
  • River Wealth Advisors first reported a position in Southern Company in Q2 2018 and has held it in 11 quarters since.
  • 2,346 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.